Portfolio holdings 2-3-17
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Donald Trump Plans to Undo Dodd-Frank Law, Fiduciary Rule - WSJ
President Donald Trump on Friday plans to sign an executive action to scale back the 2010 Dodd-Frank financial-overhaul law, in a sweeping plan to dismantle much of the regulatory system put in place…
For Europe, There’s a New Threat in Town: The U.S. - The New York Times
LONDON — The European Union is accustomed to crises. But it is probably safe to say that none of the 28 leaders who are gathering in Malta on Friday expected the crisis that has unexpectedly…
Donald Trump said Amazon and Jeff Bezos have a ‘huge antitrust problem.’ Now they may. - Recode
Source: Donald Trump said Amazon and Jeff Bezos have a ‘huge antitrust problem.’ Now they may. - Recode
The honeymoon is over: Wall Street is finally taking Trump literally - MarketWatch
By itself, the 230-point drop in the Dow Jones Industrial Average DJIA, +0.14% this week wasn’t earth shattering: 1% gains and losses happen all the time. But the clattering sound accompanying it…
Gold Gains as Trump Shocks Markets by Doing What He Said He’d Do - Bloomberg
President Donald Trump’s policies have brought gold back to life. Source: Gold Gains as Trump Shocks Markets by Doing What He Said He’d Do - Bloomberg
End of Month January 2017 Update
The Fund was up 3.47% for the month of January versus the S&P 500 up 1.77%. As a reminder these are preliminary results and Fund Associates provides the official results. As usual we are…
Donald Trump is a disaster for Brexit
Britain could defend free-trade far more effectively with the EU’s bulk behind it — and could also start to explore the possibilities for more EU defence co-operation. As it is, Britain has been…
Bond markets set for a taste of the 60s as inflation picks up | Reuters
Inflation has a habit of creeping up on you. Just ask historians. From rates below zero less than a year ago, inflation across the developed world has risen in recent months toward central bank…
How Europe can avoid falling into Trump’s trap
Does President Donald Trump want to destroy the EU? We cannot answer this question definitely, but the signals he has sent out suggest the bloc should take the potential threat more seriously than it…